CIK: 0002053046
申告総資産額
$1.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.92% | — | +0.05% | |
| 2 | T | At&t INC | 株式-通信サービス | 3.20% | +0.47% | -18.64% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.15% | -0.09% | +3.02% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.13% | — | +0.59% | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 2.74% | -2.17% | EXIT | |
| 6 | C | Citigroup INC | 株式-金融 | 2.73% | -2.78% | EXIT | |
| 7 | AAPL | Apple INC | 株式-IT | 2.63% | -1.16% | -30.32% | |
| 8 | D | Dominion Energy INC | 株式-公益事業 | 2.62% | — | +60.13% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.56% | -0.17% | -16.40% | |
| 10 | DOC | Healthpeak Properties INC | 株式-不動産 | 2.42% | — | +1.21% | |
| 11 | URTY | Proshares Ultrapro Russ2000 | ETF-その他 | 2.36% | — | +8.32% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.35% | — | +1.93% | |
| 13 | GE | General Electric | 株式-資本財 | 2.31% | — | -33.42% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.30% | — | +0.06% | |
| 15 | UBER | Uber Technologies INC | 株式-資本財 | 2.26% | -1.03% | EXIT | |
| 16 | WM | Waste Management INC | 株式-資本財 | 2.15% | — | — | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.15% | -0.77% | -0.55% | |
| 18 | ENB | Enbridge INC | 株式-エネルギー | 2.12% | -1.31% | EXIT | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 2.09% | -0.26% | +8.90% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 2.08% | — | +3.55% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 2.03% | — | — | |
| 22 | CARR | Carrier Global CORP | 株式-資本財 | 1.97% | — | -32.17% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -1.02% | +0.60% | |
| 24 | EXE | Expand Energy CORP | 株式-エネルギー | 1.93% | — | +18.32% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.91% | -1.15% | EXIT | |
| 26 | DOCU | Docusign INC | 株式-IT | 1.85% | — | -23.64% | |
| 27 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.78% | — | +34.52% | |
| 28 | SOFI | Sofi Technologies INC | 株式-金融 | 1.74% | — | +27.69% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.71% | -0.24% | — | |
| 30 | CCI | Crown Castle INC | 株式-不動産 | 1.70% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.61% | -0.20% | -45.71% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 1.59% | — | +0.39% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.57% | — | +0.54% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.54% | +0.89% | — | |
| 35 | ORCL | Oracle CORP | 株式-IT | 1.54% | -1.90% | EXIT | |
| 36 | CRM | Salesforce INC | 株式-IT | 1.49% | — | -7.79% | |
| 37 | RKT | Rocket Cos Inc-class A | 株式-金融 | 1.49% | -0.54% | +49.29% | |
| 38 | TMUS | T-mobile US INC | 株式-通信サービス | 1.44% | — | — | |
| 39 | STLD | Steel Dynamics INC | 株式-素材 | 1.42% | — | +1.20% | |
| 40 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.34% | -0.82% | EXIT | |
| 41 | DE | Deere & Co | 株式-資本財 | 1.28% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | — | — | |
| 43 | VLO | Valero Energy CORP | 株式-エネルギー | 1.07% | +1.63% | NEW | |
| 44 | KEY | Keycorp | 株式-金融 | 1.07% | -0.35% | +1.74% | |
| 45 | ZG | Zillow Group INC - A | 株式-通信サービス | 1.06% | — | -44.48% | |
| 46 | CTVA | Corteva INC | 株式-素材 | 1.05% | — | +0.66% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 1.04% | -0.59% | — | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.04% | — | +0.81% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.02% | — | -2.62% | |
| 50 | MMM | 3m Co | 株式-資本財 | 1.01% | — | — |